Financial advice is personal and tailored to the individual. Having a Christian financial advisor who shares your worldview, enables them to better understand your priorities and what you are hoping to accomplish. A Christian financial advisor understands the role of a Biblical steward, and seeks to apply Biblical wisdom to your situation. This enables you to manage the finances the Lord has entrusted to you in a way that will glorify Him.

Fiduciary is derived from the Latin fiducia, meaning “trust”. Being a fiduciary means that we have the legal and moral obligation to do what is best for you at all times. Although this seems like what a professional should normally do, not all advisors are held to this standard.

The business is focused on having ongoing client relationships to ensure clients are taking the necessary steps on their stewardship journey. Periodically we work with some clients on an hourly planning basis. These sessions are normally one or two meetings, and a time estimate will be provided in advance. 

Though we have a physical office in West Chester, PA, technology enables us to work with clients all over the United States. If you don’t mind working virtually, we are available via phone, e-mail and video calls.

You can learn more about our pricing on the Services page.

A CERTIFIED FINANCIAL PLANNER™ is considered the gold standard of financial designations. It means that the advisor has passed a rigorous exam, is held to the fiduciary standard and agrees to abide by a code of conduct. You can learn more here.

A Certified Kingdom Advisor® has received training to integrate Biblical wisdom into modern financial planning. Being a Certified Kingdom Advisor provides a network of like-minded professionals who can help one another address client needs. You can learn more here.

Our best work is done with committed Christians who are desiring to honor God with what He has entrusted to them. If  you don’t have the time, interest or ability to manage your finances, we may be a fit for you.